Participant Guide The Participant Center is your communications and fundraising headquarters. Full of great features, this is where you can get up to the minute information about the event, customize your Personal Fundraising Page, upload photos, send messages, and check on your progress. This guide will provide you with the necessary steps to get you started. View the Participant Center Tutorial, http://convio.na4.acrobat.com/part_center_2/, for indepth details of the features offered to you as a participant of Angels Among Us. Topics in this guide: Personalize your Personal Fundraising Page Set up your Contacts and Address Book Composing & Sending Emails Tracking your Progress ParƟcipant Guide / Angels Among Us
Team Page If you are a Team Captain, you will have access to both the Team Page and your own Personal page. Only the Team Captain can edit the Team Page. To customize the Team Page: 1. Click on Team Page from the top navigation bar, 2. Under Body, create your team story. If your team is in honor or in memory of someone, tell the viewers about the person here. Upload a photo of them or insert a video. Remember...this page is the Heart of your team. 3. Click Save when finished. ParƟcipant Guide / Angels Among Us 2
Personal Page All team members receive a personal fundraising page. To customize your personal page, follow these steps: 1. Click on Personal Page, on the top navigation bar. 2. Click in the page title box to personalize your title. 3. Under Body Text, type in your story. Make it personal; let people know why you are involved. When finished, be sure to safe before proceeding to the next step. 4. Click on the Photos/Video link on the right side of the screen to upload a photo or a video. Save. 5. As you customize your page, you may preview your page at any time by clicking the Preview link at the bottom of the page. Previewing will not save your page, you must click on Save when finished. ParƟcipant Guide / Angels Among Us 3
Address Book You re going to love this feature! There s no need to manually input your contact s information; just a few easy steps and you re done. What s really nice, when you return next year, your contacts will still be listed on your personal page! 1. Click Email, from the top navigation bar. 2. Click Import Contacts, from the right side column. If you use one of the following email providers, the system will guide you through the process America Online, Yahoo, Outlook, Gmail or Plaxo. 3. If your email provider is not listed above, you need to export your contacts as a CSV file. Once your contact file is saved as a CSV, click Upload Contacts. 4. To add one contact at a time, click the Add a Contact button. Security Point...The addresses you upload are private and cannot be viewed by anyone but you. ParƟcipant Guide / Angels Among Us 4
Sending Emails With this system, you have access to several different types of email templates with preset text. If you prefer to write your own message, use the blank message template. You may save your email as a template and personalize the greeting. There are lots of time saving features offered, so be sure to explore them all. To send an email: 1. Click Email, from the top navigation bar. 2. Click Use Template. 3. Select from the options provided. 4. Edit the message to include your team s story, or leave the message as written and personalize it by filling in the blanks. 5. To enter your email recipients, click choose from your contact list. If you did not upload your contact list, you may enter the email addresses manually. 6. When ready, click send. ParƟcipant Guide / Angels Among Us 5
Keep Track of Your Progress Click on the View Your Progress from the top navigational bar. If you are the team captain, this page will give you an overview of your team s progress; see how much the team has raised and how close you are to your team goal. You can even view the top 10 donors to your team. Remember; as team captain you also have a personal progress page. As a team member or as an individual participant you can view your personal progress. You re able to view your personal goal (which you may change at any time), your total dollars raised, and how many fundraising days are left until the Angels Among Us event. This system will help keep you on track with the follow up that s needs attention. In the What to do next section, it will tell you if you need to send emails or add people to your address book. By clicking on the names under Recent Activity at the bottom of the box, you can view all the activity for that person. The system will even suggest what type of email is required for each name listed. As Team Captain, you have an area to send a message to all your teammates. Just click on the Edit link and compose your message. At the end of Angels Among Us, you can download or print a report of your donation history. This will be a handy feature when it comes to send thank you notes to all your donors. ParƟcipant Guide / Angels Among Us 6